Partway Share Discussion Threads

[opodio] 20/9/2018 08:15

delayed contract, back under 10p

[weatherman] 20/9/2018 08:14

Very low PE, and planning a dividend return. One short-term delayed contract, but promising a strong second half. This morning's sell off is overdone imo.

[chrisdgb] 20/9/2018 08:11

crazy reaction.............

[opodio] 20/9/2018 07:10

Margins getting crushed

debtor days up

looks low growth

[insideryou] 18/9/2018 16:24

Lumpy buying way above normal for pty. Something maybe afoot and its not 12 inches

[deanmatlazin] 18/9/2018 15:09

I have been watching this for few years. It was also tipped by SCSW. Bought this few days ago. I think the company has turned round the corner. Market cap is still tiny.

[glasshalfull] 18/9/2018 11:58

Thanks for the commentary Aishah. Agree entirely with Techinvest.

Chrisdgb - I’d envisage the results will be out in the next few days following recent correspondence with PTY. Management have also confirmed a series of meetings for next week in relation to the results.

I’ve added to my position this morning (250k) as a few lumps of stock available at a decent price.

Kind regards,
GHF

[aishah] 18/9/2018 10:44

Techinvest added more to their portfolio early this month. "We think this is one of the best value small tech stocks on the market currently, trading on a prospective P/E of 8.2"

They also say the restructured business could get a big re-rating.

[chrisdgb] 18/9/2018 10:39

Results are 'mid September'....maybe tomorrow?

[+eysenck] 13/9/2018 17:08

Helium Funded have increased holding and half Year results were reported 14/09/2017, so maybe an update tomorrow. GLA.

[chrisdgb] 30/8/2018 11:16

Looking forward to the results in a couple of weeks, should push back through 16p........

[kemche] 20/8/2018 21:14

mfc, truly terrible!



:)

[malcontent] 13/8/2018 17:09

that's a good job done

Now we are clear of the past and can make further progress

[chrisdgb] 13/8/2018 10:45

All good, roll on the results next month......

[aishah] 10/8/2018 12:22

Swinstead cleared.

[malcontent] 10/8/2018 08:56

it was a crazy time
I was new to investing and made a packet and then lost most of it again....

wiser now

[insideryou] 10/8/2018 08:46

Yep. I made literally millions from geo interactive, now emblaze.

[malcontent] 08/8/2018 17:15

rising 200 day MA
some excellent volume at long last
we have broken above and retested 12p - haven't managed that for 3 years
onwards and upwards - I would see 20p as the next major resistance

funny thing- this share almost reached £100 a share back in 2000 -

"anyone remember them days?"

[kemche] 08/8/2018 15:26

+eyesnk - Unfiltered!
And more power to your elbow!

[petersinthemarket] 08/8/2018 15:15

+ey.. filtered

[glasshalfull] 08/8/2018 10:23

In response to repeated posts concerning Mr & Mrs Swinstead’s holdings I updated the thread last week (post 6438).

At the time I speculated that should the Swinstead’s wish to sell down then they’d likely engage with brokers & sell to an institutional holder.

Today we have Helium declaring a 10% holding (11.2m shares) which is not a far cry from the Swinstead’s previously declared combined holding of 12m. Helium may well have taken their position by other means. We should receive a RNS indicating details of the seller in the near future.

Kind regards
GHF

[glasshalfull] 08/8/2018 09:30

Copy of my tweet this morning @glasshalfull1

PTY @ParityProf

I mentioned topping up here last week. WH Ireland have today reiterated a fair value target price of 18.5p vs current price of 13.75p in light of yesterdays offer for peer @HarveyNashGroup 👇🏻

“...remains modestly rated on a forward PER of c.7x December 2019 earnings / 5x EV/EBITDA, ahead of results due to be announced in mid-September. Last month’s update highlighted double digit growth in the half year and trading continuing in line with expectations. The company continues to grow its Consultancy Services (CS) division, which is a specialist in delivering data solutions and IT projects to a diverse client base. CS in turn generates double-digit margins which are a further contributory factor to the enhanced performance we have been seeing.”

“The company has invested in high-level operational management and has seen some good, household name, wins. With positive organic growth characteristics, the recent update highlighted encouraging sales prospects from both established and new clients. The disposal of non-core Inition in April removed a distraction. The shares have drifted from c.15.6p in the last couple of months and the rating is slender both in relation to peers and to our assessment of fair value of 18.5p. While the businesses are not strictly comparable, yesterday’s cash offer for Harvey Nash at 9.1x EV/EBITDA serves as a reminder of value in the sector, in our view, including PTY at the current share price.”

Kind regards,
GHF